ARM (NASDAQ:ARM) Price Target Lowered to $150.00 at Wells Fargo & Company

ARM (NASDAQ:ARM) had its price objective dropped by research analysts at Wells Fargo & Company from $160.00 to $150.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target points to a potential upside of 37.22% from the company’s previous close.

ARM has been the topic of several other research reports. Mizuho lowered their price target on shares of ARM from $190.00 to $160.00 and set an “outperform” rating on the stock in a research report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a report on Wednesday, January 21st. UBS Group cut their price target on shares of ARM from $175.00 to $170.00 and set a “buy” rating for the company in a report on Thursday. Evercore ISI decreased their price objective on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday. Finally, Jefferies Financial Group set a $170.00 target price on ARM in a research note on Thursday. Seventeen equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, ARM currently has an average rating of “Moderate Buy” and an average target price of $163.67.

ARM Price Performance

ARM traded up $4.42 on Thursday, reaching $109.32. 9,956,863 shares of the company’s stock were exchanged, compared to its average volume of 6,859,223. The stock has a market cap of $115.49 billion, a PE ratio of 139.09, a P/E/G ratio of 6.26 and a beta of 4.35. ARM has a twelve month low of $80.00 and a twelve month high of $183.16. The stock’s fifty day moving average price is $117.81 and its 200-day moving average price is $138.52.

ARM (NASDAQ:ARM) last issued its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.06. The business had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.06 billion. ARM had a return on equity of 15.03% and a net margin of 18.81%.The business’s revenue for the quarter was up 34.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.30 EPS. As a group, research analysts predict that ARM will post 0.9 earnings per share for the current fiscal year.

Institutional Investors Weigh In On ARM

A number of hedge funds and other institutional investors have recently modified their holdings of the company. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of ARM by 2,760.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 3,147 shares of the company’s stock worth $337,000 after purchasing an additional 3,037 shares during the period. Navalign LLC purchased a new stake in ARM in the 4th quarter valued at about $33,000. Meridian Wealth Management LLC increased its stake in shares of ARM by 30.0% during the 4th quarter. Meridian Wealth Management LLC now owns 3,342 shares of the company’s stock valued at $365,000 after acquiring an additional 772 shares during the last quarter. HighPoint Advisor Group LLC grew its position in ARM by 31.7% during the fourth quarter. HighPoint Advisor Group LLC now owns 5,795 shares of the company’s stock valued at $633,000 after acquiring an additional 1,395 shares during the period. Finally, Crossmark Global Holdings Inc. increased its stake in ARM by 2.2% during the 4th quarter. Crossmark Global Holdings Inc. now owns 5,673 shares of the company’s stock worth $620,000 after buying an additional 122 shares during the period. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat revenue expectations and broadly met EPS — Revenue came in around $1.24B (≈25.7% YoY) and reported EPS was roughly in line/slightly above consensus, supporting growth driven by AI workloads. ARM Q3 earnings report
• Positive Sentiment: Q4 guidance was raised above Street expectations — Arm gave revenue and EPS guidance that topped consensus, citing strong AI-related demand for its energy‑efficient architectures. That supports a positive medium-term demand thesis in data‑center AI. Arm forecasts Q4 revenue above estimates
• Positive Sentiment: AI demand hit a record for total revenue this quarter — company commentary and coverage note AI workloads remain a key growth driver even as other end markets soften. CNBC: ARM licensing miss but AI demand lifts revenue
• Neutral Sentiment: Analyst actions are mixed — Mizuho cut its price target to $160 but kept an “outperform” rating; Rosenblatt trimmed its target to $175 while remaining “buy”; Benchmark reaffirmed a “hold.” Ratings still imply significant upside vs. the current price, but targets were reduced. Analyst updates on ARM Benchmark reaffirmation
• Neutral Sentiment: Company event scheduled — Arm announced an “Arm Everywhere” event on March 24 to highlight its AI roadmap, which could offer additional product or partnership catalysts. Arm to Host ‘Arm Everywhere’ Event
• Negative Sentiment: Licensing revenue narrowly missed estimates and that shortfall hit the stock after hours — investors focused on the licensing miss despite overall revenue strength. CNBC: ARM licensing revenue miss
• Negative Sentiment: Memory shortage and smartphone production cuts are creating near‑term demand risk for Arm’s mobile IP — coverage notes Qualcomm and Arm are both pressured as OEMs scale back phone builds, a constraint that could weigh on licensing and royalty cycles. Reuters: Memory shortage hits Qualcomm and Arm Barron’s: Qualcomm and Arm Stocks Drop
• Negative Sentiment: Market reaction was muted-to-negative despite guidance — some commentary described the quarter as a stumble because licensing and profitability dynamics fell short of the most bullish forecasts. Seeking Alpha: Arm stumbles after guidance

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.